See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,349 | $72,277-66.3% | $101,248-76.0% | $79,858-69.5% |
| Participation rate | 40.0% | 68.5%-28.5pp | 75.8%-35.8pp | 69.6%-29.6pp |
| Annual return | 8.99% | 22.30%-13.3pp | 46.47%-37.5pp | 31.71%-22.7pp |
| Employer contribution / active EE | $233 | $2,692-91.3% | $3,660-93.6% | $2,471-90.6% |
| Participant deferral / active EE | $2,856 | $3,282-13.0% | $4,370-34.7% | $3,740-23.7% |
| Admin fee / account holder | $7,991 | $4,400+81.6% | $5,945+34.4% | $5,306+50.6% |